News + Filings Holdings
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Summit Financial, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 9,378 | -331 | 697,069,000 | 696,368,966 | $74,330.24 |
| 12/31/2022 | iSHARES TRUST | USMV | 9,709 | 27 | 700,034 | 60,041 | $72.10 |
| 09/30/2022 | iSHARES TRUST | USMV | 9,682 | 5,666 | 639,993 | -281,294,007 | $66.10 |
| 06/30/2022 | iSHARES TRUST | USMV | 4,016 | 0 | 281,934,000 | -29,554,000 | $70,202.69 |
| 03/31/2022 | iSHARES TRUST | USMV | 4,016 | -950 | 311,488,000 | -90,227,000 | $77,561.75 |
| 12/31/2021 | iSHARES TRUST | USMV | 4,966 | 0 | 401,715,000 | 401,350,030 | $80,893.07 |
| 09/30/2021 | iSHARES TRUST | USMV | 4,966 | 950 | 364,970 | 69,384 | $73.49 |
| 06/30/2021 | iSHARES TRUST | USMV | 4,016 | -608 | 295,586 | -313,574,414 | $73.60 |
| 12/31/2020 | iSHARES TRUST | USMV | 4,624 | 4,624 | 313,870,000 | 313,870,000 | $67,878.46 |
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